Compare · 4 funds side by side · dividends reinvested

FDEC, BUFD, SFLR and BALT

FDECFirst Trust×BUFDFirst Trust×SFLRInnovator×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,358FDEC · best of the four

02 / 04

FDEC, BUFD, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+9.0%+12.7%+16.4%+10.3%−5.8%8.4%$1.3B1.9

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.6

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDEC 2020 · BUFD 2021 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,358

FDEC

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,347

$10,000 five years ago, dividends reinvested

FDECMeasureBUFD

+9.0%Year to dateJan 1 → Nov 9+7.4%

+12.7%1 yearTotal return+9.3%

+16.4%3 years · per year$10,000 became $15,779 · $14,226+12.5%

+10.3%5 years · per year$10,000 became $16,358 · $14,347+7.5%

0.85%Expense ratio$85 · $10 a year on $10k · lower is better0.10%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−5.8%Worst dropSmaller is better−3.4%

8.4%VolatilityLower is calmer5.9%

FDECBUFD Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3FDEC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDEC vs BUFD: Top 5 Holdings

Today

FDEC

[…]in top 5

BUFD

in top 541.9%

FDECStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.4%

not top 5DSEP8.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FDEC vs BUFD Returns, Every Period

First TrustFDEC

+10.3%

5 years, per year

BUFDFirst Trust

+7.5%

5 years, per year

FDECBUFDFaded: behind in that period

4–0FDEC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDEC vs SFLR

YTD

First TrustFDEC

+9.0%

SFLRInnovator

+5.3%

+9.0%Year to date+5.3%

−5.8%Worst drop · 1Y−6.8%

8.4%Volatility · 1Y10.8%

0.0%Yield0.2%

$1.3BAssets$2.2B

3–1FDEC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDEC, BUFD, SFLR, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

FDEC0.85%$85

SFLR0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDEC, BUFD, SFLR, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

FDEC0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

FDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDEC, BUFD, SFLR, BALT

Today

0.0%most shared, BUFD and SFLR

FDECBUFDSFLRBALT

FDEC—[…][…][…]

BUFD[…]—0.0%[…]

SFLR[…]0.0%—[…]

BALT[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+12.7%FDEC, at 8.4% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

FDECWorst drop−5.8%8.4% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRFDEC

+5.3%Year to date+9.0%

0.2%Yield0.0%

+7.0%Past year+12.7%

0.89%Fee0.85%

3–1FDEC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026